+4,681.2%
DELL vs CNP
+145.4%
+4,535.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.8% |
| 7D | +14.9% | +1.1% | +13.8% | +14.5% |
| 30D | +13.3% | -1.8% | +15.1% | +13.9% |
| 3M | +24.4% | -4.6% | +29.0% | +25.8% |
| 6M | +258.0% | -8.8% | +266.9% | +266.4% |
| YTD | +320.2% | +5.2% | +315.0% | +309.0% |
| 1Y | +319.1% | +8.3% | +310.7% | +302.6% |
| 3Y | +706.5% | +54.9% | +651.6% | +561.9% |
| 5Y | +1,071.9% | +73.5% | +998.4% | +808.2% |
| 10Y | +4,683.5% | +139.1% | +4,544.3% | +2,985.0% |
| All | +4,681.2% | +145.4% | +4,535.8% | +2,976.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded CNP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling